Cole is passionate about helping clients with an array of issues including evaluating private deals, assisting in financial planning, investment portfolio management and more. Leaning heavily on his background in tax law, Cole provides personalized and comprehensive strategies that empower clients to achieve their financial goals. Prior to joining the team, Cole worked in U.S Tax Law and Commercial Real Estate. He has a law degree from Saint Louis University and played soccer at Lindenwood University. Outside of work, he enjoys sports and family time with his two children.

As an Investment Advisor, Shawn works closely with his clients to understand their financial and personal goals, risk tolerance, and investment preferences, crafting customized financial plans and investment strategies. His approach is built on ongoing communication, trust, and portfolio reviews, ensuring lasting client relationships through market fluctuations.

With over 15 years at CIBC Wood Gundy as part of the Jerusalim Financial Group, Shawn brings extensive experience in financial planning and accounting. He holds the Chartered Investment Manager (CIM) designation and is also a Certified Public Accountant (CPA, Colorado), allowing him to design investment strategies that incorporate tax considerations. Prior to his role in wealth management, he spent five years in public accounting, specializing in small business and real estate.

Shawn earned a Bachelor’s Degree in Finance & Economics from the University of Western Ontario and a Diploma in Accounting from Wilfrid Laurier University.

Outside of work, Shawn and his wife, Jessica, love to travel and spend their free time at the hockey rink and soccer fields with their three children.

Sharon works closely with her clients in helping them achieve their financial goals through careful portfolio construction and risk mitigation.

She has enjoyed a lifelong career in the financial industry and has been at CIBC Wood Gundy and predecessor firms for the past 43 years. She is a Fellow of the Canadian Securities Institute, has earned the title of portfolio manager, as well as the Professional Financial Planner’s designation. She is also a Chartered Financial Analyst – the CFA designation is internationally recognized as one of the highest symbols of integrity and professional excellence within our industry.

Sharon has also volunteered on a number of boards and committees serving the GTA community. In her spare time, she loves to travel, spend time with her expanding family and work on improving her golf game.

John joined the firm in 1985 and works with clients in managing their wealth and preparing for retirement needs.

John has served for many years as the President of the Toronto Lion’s Club, as well as Chairman of the Athletics Canada Foundation. He also serves on the foundation and boards of several other organization in the GTA.

John enjoys spending time with his three daughters and their partners, as well as his grandchildren. He is a sports enthusiast, enjoys golfing and travel.

David started with firm in 2001, joining our team in August 2018. He has earned the titles of Chartered Investment Manager and Portfolio Manager.

David works in partnership with his affluent clients and their families to define and attain their personal financial goals.

In his spare time, David enjoys golfing, skiing, and reading.

With 40 years of experience in the financial services industry, Jack has remained dedicated to building long-term relationships by helping clients achieve their financial goals and objectives. Alongside his team and partners at CIBC, he provides a comprehensive suite of financial services tailored to meet each client’s unique needs.

Jack attributes his success to consistent client communication and a disciplined approach to portfolio management. By emphasizing diversification and balance, he helps clients navigate market fluctuations and avoid the pitfalls of short-term volatility.

With 15 years of experience at CIBC Jeff is equity and options registered, has earned his Bachelor of Commerce degree and holds the Chartered Financial Analyst (CFA) designation. He is an integral part of the team and focuses on research, portfolio management and trading. Jeff and his wife are proud parents of one child.

With over 30 years in the investment industry, Barbra has been helping clients achieve their financial goals and aspirations since joining CIBC in 1991. She believes that strong client relationships are essential to developing personalized financial plans and identifying strategic, tax-efficient investment opportunities.

In an ever-changing financial landscape, Barbra understands the importance of customized portfolios that balance income needs and risk management, ensuring long-term financial stability for her clients.

Svitlana has been with CIBC since 2018. She began at a retail branch where she worked at Imperial Service and then joined CIBC Wood Gundy in July 2021. Svitlana's focus is on administrative tasks and she is committed to the highest level of client service.

Sarah holds a Project Management post-graduate certificate from Humber Institute and a Bachelor of Arts in International Development from Tyndale University. With years of experience in the non-profit sector, she most recently worked as a Project Coordinator at Rooftops Canada and previously supported emergency response efforts at the United Nations OCHA in Switzerland. Passionate about helping others, Sarah thrives in fast-paced environments and is excited to apply her expertise at Wood Gundy. Outside of work, she enjoys skiing, hiking, and picnicking with friends. A travel enthusiast, she dreams of exploring Asia and South America.

Nicole joined CIBC Wood Gundy and the Jerusalim Financial Group six years ago after earning her Master’s Degree from the University of Toronto. She oversees client documentation and administrative details, serving as the primary point of contact for day-to-day account management. Licensed to assist clients with their securities needs, Nicole brings a strong passion for the financial industry and is dedicated to providing exceptional client support.